Boston Mutual Funds Exchange (BMFE). Privacy Statement
BMFE believes that the privacy and security of an individual¢s personal financial information is important.
Our most valued assets are our relationships with our Customers, and, therefore, we take your privacy concerns very seriously.
We apply the following policies with respect to all of our customers who are individuals, even though we are only required to apply them to individuals who use our services for personal, family or household purposes.
1. INFORMATION COLLECTION
To serve our customers better, BMFE collects certain financial information on our customers. In the case of individuals, BMFE may collect nonpublic personal financial information about you from the following sources:
- Demo Trading registration information: Information that we receive from you during the Demo Registration including but not limited to, account name, mailing address, phone number, etc.
- Transaction History: Information about your Demo System transactions with BMFE.
- Credit Cards Information.
2. INFORMATION DISCLOSURE
BMFE does not disclose any of your nonpublic personal information to nonaffiliated third parties except as permitted by law. The law permits disclosure of your nonpublic personal information to nonaffiliated third parties in certain situations generally with respect to effecting, administering, enforcing, or servicing a transaction or financial product that you request or authorize.
From time to time, BMFE and our affiliate(s) may share your nonpublic personal information with one another in order for each of us to better serve you as our customer. The nonpublic personal information that we may disclose to one another as affiliates includes, but is not limited to:
- Demo Trading registration information: Information that we receive from you during the Demo Registration including but not limited to, account name, mailing address, phone number, etc.
- Transaction History: Information about your Demo System transactions with BMFE.
- Credit Cards Information.
3. DISCLOSURE OF FORMER CUSTOMER INFORMATION
BMFE does not disclose any nonpublic personal information of former customers, except as permitted by law. Thus, should you close your account and become an inactive/former customer, we will adhere to the measures delineated in this privacy policy.
4. INFORMATION SAFEGUARDS
BMFE maintains physical, electronic and procedural safeguards to guard your nonpublic personal information. As a result, only authorized employees who need to know your information in order to provide you with products or services will have access to your nonpublic personal information. We restrict the access of authorized employees to nonpublic personal information for business purposes only. These safeguards are used by all BMFE affiliates.
5. INFORMATION SAFEGUARDS
If at any time in the future our privacy policy should change, we will give you advance notice of the proposed policy change, before it is implemented, and will explain your legal right to opt out of any such additional or changed disclosures.
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